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NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
Friday 6 February 2026
Foxconn sees 35% revenue increase in January on AI server demand
Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
Friday 6 February 2026
Amazon defends US$200 billion AWS capex as demand-led and fast-monetizing AI investment
Amazon said its planned US$200 billion capital spending, largely directed to AWS, reflects constrained supply and accelerating AI demand rather than speculative buildout. Management...
Friday 6 February 2026
Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
Friday 6 February 2026
Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26
The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...
Thursday 5 February 2026
Asia Photonics Expo 2026 opens in Singapore, spotlighting photonics-semiconductor ties
The third edition of the Asia Photonics Expo (APE) opened on February 4, 2026, at the Sands Expo and Convention Centre, bringing together the global photonics and semiconductor ecosystem...
Thursday 5 February 2026
Global tech firms shrink China operations: Amazon, Bosch drive major workforce cuts
As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch...
Thursday 5 February 2026
Singapore highlights photonics drive for chip innovation at APE 2026

Dr. Patrick Lo, Senior Fellow, Technology Development at GlobalFoundries (former Chief Technology Officer, AMF), outlined how photonic...

Thursday 5 February 2026
Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

Thursday 5 February 2026
Alphabet pledges record $185 billion capital spend as AI fuels cloud boom

Alphabet Inc. capped a historic fiscal year with a record-breaking surge in infrastructure spending, signaling an aggressive bid to cement its dominance...

Thursday 5 February 2026
Repon eyes strong 2026 growth on rising server demand
Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...
Wednesday 4 February 2026
HP CEO Enrique Lores steps down; board names interim leader
HP announced today that Bruce Broussard, who has served on the company's board of directors since 2021, has been named interim chief executive officer, effective immediately. He succeeds...
Wednesday 4 February 2026
Analysis: AMD prioritizes supply chain for second-half AI ramp
Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...
Wednesday 4 February 2026
Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition
Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield...
Wednesday 4 February 2026
AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

Wednesday 4 February 2026
Supermicro’s AI boom comes with a risk: one customer, 63% of revenue
Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its...